Specialty Tax Services

Tax Compliance

At Harless & Associates, we not only provide tax compliance and consulting services, we defend our clients when they come under audit from
the Internal Revenue Service or state taxing authorities. We work with our clients to prepare them for the audit and explain the steps involved.
We are also present with our clients during the physical examination.

The professionals at Harless & Associates have years of combined experience in representing and defending our clients when they have been audited.

State and Local Taxation

Harless & Associates provides state and local tax (SALT) planning to our clients who have operations or investments in multiple
states. With clients living and working in almost every state, our professionals are required to be up-to-date on the various state
tax laws and regulations. Whether income, excise or sales/use, we have the experience to advise our clients how to secure optimal tax
positions and explain how those tax positions affect the overall tax liability.

Harless & Associates state tax strategies include the various state tax credits and incentive programs that various states have implemented:

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About Us

Harless & Associates is a full service CPA firm with offices in West Palm Beach and Jupiter/Tequesta, Florida. We specialize in accounting, tax planning, tax preparation, family office and concierge services for individuals, families, partnerships, corporations, trusts, estates and foundations.

Our clients are both domestic and international and are from all walks of life. Accounting services include bill pay and bookkeeping services with monthly reporting. Our tax professionals are known for their expertise in minimizing taxes and IRS audit representation.

Our family office and concierge services are tailored for individuals and families who need a trusted family partner to assist with handling family financial responsibilities and managing households. These services include bookkeeping, budgeting, payroll, organization of bills; vetting services for household management; coordination of appraisals for real property, jewelry and art for insurance and estate purposes; financial oversight of repairs, maintenance and remodeling projects; planning and budgeting for assisted living and nursing home care; consolidation and analysis of investment data and investment portfolio performance; financial management of residential properties, aircraft, and yachts. We handle all of these services for our clients so that they are free to focus on their quality of life.